TrueAdvisor
TrueAdvisor
JE
JE

Joshua Evans

Convergence Financial
5 Years of Experience
Kansas City, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Joshua Evans is a registered investment advisor at Convergence Financial, based in Kansas City, MO, with 5 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,714 clients with $900M in assets under management.

Convergence Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,714 clients
Average Client Portfolio
$333K average
Assets Under Management
$904.0M

Fee Structure

Planning is included in investment management (also available separately)

Convergence Financial charges an annual fee based on a percentage of the value of your investments. This fee covers ongoing analysis, consultations, portfolio construction, trading, rebalancing, account monitoring, market updates, and other communications. The fee is negotiable and typically does not exceed 1.5% annually. Some accounts may have additional platform fees.

View Full SEC Brochure

Location

4700 Belleview Ave, Ste 201, Kansas City, MO, 64112

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joshua operates under several DBAs for his LPL business, including Apollo Strategic Wealth, Convergence Financial, and Telos Strategic Wealth, dedicating full-time hours to these activities. He also engages in non-variable insurance activities.

Employment History
Current Registrations
Convergence Financial
May 2023 - Present · 3 yrs 5 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
LPL Financial LLC
July 2021 - May 2023 · 1 yr 10 mos
Waddell & Reed
December 2020 - July 2021 · 7 mos
Waddell & ReedBroker
November 2020 - July 2021 · 8 mos
State Registrations4 states
FLKSMOTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Kansas City, MO →All financial advisors in Missouri →